Creating a Credentials Profile for Microsoft SharePoint Connections


You can use a credentials profile to automatically log in to Microsoft SharePoint Online when you open a connection in a web client. This way you can use your SharePoint Online data in Automation Services, Scheduled Updates, and dashboards where you want no manual login steps.

For information about how to configure and use credentials profiles, see:

In credentials profiles for SharePoint Online connections, you do not store a regular username and password. Instead, you use an OAuth refresh token that gives access to SharePoint Online data from web clients in your Spotfire environment.

Creating a credentials profile for Microsoft SharePoint Online

You can get a credentials profile with a refresh token for SharePoint Online in your Spotfire web client.

Prerequisites

Procedure

  1. In a Spotfire web client, open an analysis that contains a connection to SharePoint Online. When you are prompted, log in to SharePoint Online with your non-personal account.
    Tip: When the analysis is open, make sure that you are in Editing mode. There is a drop-down menu in the top-right corner, where you can switch between Viewing and Editing.

  2. Click Data canvas to open the Data canvas .

  3. On the Data canvas, locate and click the node of your SharePoint Online connection.

  4. On the Loaded data from… card, click Click for options and select Copy credentials profile.

  5. A credentials profile is now available in your clipboard, with a refresh token for the account you used to log in to SharePoint Online.

  6. Add your credentials profile to your web player service configurations. For instructions, see Credentials profiles for connectors.

Sample credentials profile

The credentials profile that you copy to your clipboard looks like this:

   <entry profile="Profile name”>

      <username></username>

      <password>Your OAuth refresh token</password>

   </entry>

 

See also:

Accessing Data from Microsoft SharePoint Online

Enabling the Microsoft SharePoint Connector in Spotfire Web Clients